How does the advisor help clients – Key Takeaways:
- Provides financial expertise and advice to clients
- Utilizes industry knowledge and experience to navigate complex financial decisions
- Offers a range of financial services tailored to individual client needs
- Prioritizes client goals and objectives to create personalized financial plans
- Maintains transparency and communication throughout the process
Facts and Insights
BOYD INVESTMENT SERVICES is a trusted financial advisor with over 20 years of experience in the industry. Its team of knowledgeable advisors is dedicated to helping clients make informed and strategic decisions for their financial future. By providing personalized financial advice, BOYD INVESTMENT SERVICES aims to support clients in achieving their long-term financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million + | 10+ | 20+ years |
Financial Services Offered
BOYD INVESTMENT SERVICES offers a comprehensive range of financial services tailored to meet the unique needs and goals of each client. These include:
- Investment Management
- Estate Planning
- Tax Planning
- Retirement Planning
- Education Planning
- Insurance Solutions
- Wealth Transfer Strategies
Client Types
BOYD INVESTMENT SERVICES serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Families
Fees & Compensation
BOYD INVESTMENT SERVICES charges a fee based on a percentage of assets under management. The exact fee will vary depending on the services provided and the size of the client’s portfolio. This fee structure ensures that the advisor’s interests are aligned with the client’s, as the better the client’s portfolio performs, the higher the fee the advisor earns.
Background
BOYD INVESTMENT SERVICES was founded in 1998 by John Boyd, a seasoned financial advisor with over 30 years of experience in the industry. The firm is committed to providing unbiased, transparent, and personalized financial advice to its clients. Its team of advisors includes highly qualified and experienced professionals who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest that a financial advisor may have and any relevant disciplinary actions taken against them. With BOYD INVESTMENT SERVICES, clients can rest assured that they are working with an advisor who operates with the highest levels of integrity and transparency. The firm has a clean record with no disciplinary actions taken against it.